The food industries has had a tough time moving the top line. MFI-T has focused on developing vegan alternatives and this could work out for them in the long run. Otherwise, this is a stable and consistent company.

Companies that have been increasing dividends and with the threat of falling interest rates, these utility type holdings are a good place to hide for the next six month. Yield 2.6%.

They have built up a good cash position and have worked on improving security. Their balance sheet looks strong and he believes this is just getting going. Yield 0%. (Analysts’ price target is $218.44)

They are data managers on the cloud. They also help companies analyze data. There is a lot of room for growth. Yield 0%. (Analysts’ price target is $8.32)

One of the best brands in Canada and a low dividend payout ratio. If interest rates fall, it could be a very defensive stock to own. He likes their reinvestment abroad. Yield 3.91%. (Analysts’ price target is $110.75)

I hold HHL in US and Canadian 50/50. Should I cash out the American to buy only Canadian? And what if the Democrats win in 2020? Currency is complex in general. Better to hold half-hedged, half-non. Yes, there's some strenght in the CAD. But in a slowdown, the USD is the world currency and will respond well. Also, these companies are well-capitalized and a great place to hide in a slowdown. Owning is USD is better in a slowdown. If the Democrats win in 2020: It's a tough call who will win and what the winner will do to US healthcare.

You need some bond exposure, but can this return above the 42-basis-point MER? Can you earn 10% above that to make a decent return?